Investors are worried that Nvidia's July-quarter guidance could trail expectations, according to a Mizuho analyst, and part of that comes down to the company's math. Mizuho

desk-based analyst Jordan Klein wrote that many on Wall Street think the recent China restrictions will amount to $15 billion in lost revenue over the remaining three quarters of the year.

But whether Nvidia thinks about that evenly spread across the three quarters remains to be seen. Klein noted that if Nvidia "front loads" the lost revenue toward the first half of

the year rather than the second, some investors think that could mean up to $8 billion in lost revenue for the July quarter. In turn, that could mean a July-quarter revenue forecast in the